| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| IRP Investment Research Partners LLC Investment Research Partners LLC | 14,963 | $1.5M | $2.2M | $700,417.95 | 46.72% |
Jon Lewis Midwest Trust Co | 1,675 | $215,809.26 | $254,399 | $38,589.74 | 17.88% |
Ryan Westerbeck Brian Low Financial Group LLC | 7,330 | $757,659.45 | $1.08M | $319,923.81 | 42.23% |
Adam Scott Argyle Capital Partners LLC | 18,791 | $1.65M | $2.96M | $1.31M | 79.07% |
Boreal Capital Management LLC Boreal Capital Management LLC | 642 | $75,686.31 | $102,328.38 | $26,642.07 | 35.2% |
| CTC Caldwell Trust Co Caldwell Trust Co | 660 | $61,225.47 | $97,026.6 | $35,801.13 | 58.47% |
Brent Garcia Broadwater Capital Management LLC | 11,900 | $1.06M | $1.75M | $686,867.93 | 64.64% |
| BWL Basepoint Wealth LLC Basepoint Wealth LLC | 10 | $1,583 | $1,573.6 | -$9.4 | -0.59% |
United Financial Planning Group LLC United Financial Planning Group LLC | 40 | $4,022 | $6,075.2 | $2,053.2 | 51.05% |
Invested Advisors Invested Advisors | 8,678 | $944,438.97 | $1.28M | $331,313.76 | 35.08% |
| PAW Plan A Wealth LLC Plan A Wealth LLC | 1,292 | $204,493 | $189,936.91 | -$14,556.09 | -7.12% |
Gassan Kassira Kassira Wealth Management LLC | 15,617 | $1.56M | $2.46M | $892,667.45 | 57.05% |
Eric C. Jansen Finivi Inc. | 5,302 | $839,042 | $779,446.99 | -$59,595.01 | -7.1% |